MRAMMEDIUM SIGNALOPERATIONAL10-K

MRAM Technologies significantly expanded its product portfolio description to include TMR Sensors while reporting strong revenue growth and improved operating cash flow generation.

The addition of TMR Sensors to the company's technology portfolio suggests meaningful product diversification beyond traditional MRAM offerings, potentially expanding addressable markets. However, the shift from profitability ($0.8M net income in 2024) to a loss position ($0.6M net loss in 2025) despite revenue growth indicates margin pressure or increased investment spending that warrants monitoring.

Comparing 2026-03-04 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

The company demonstrated solid operational momentum with revenue growing meaningfully and operating cash flow expanding to $10.0M from $7.1M. The balance sheet strengthened modestly with stockholders' equity increasing 10% to $68.9M, while working capital dynamics showed mixed signals as accounts receivable declined but current liabilities increased. The substantial reduction in interest expense from $274K to $63K suggests improved debt management, though the overall financial picture reflects a growth investment phase with temporary margin compression.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
-77%
$274K$63K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Operating Cash Flow
Cash Flow
+40.3%
$7.1M$10.0M

Operating cash flow surged 40.3% — exceptional cash generation, highest quality earnings signal.

Revenue
P&L
+37.5%
$35.9M$49.4M

Strong top-line growth of 37.5% — accelerating demand or successful expansion into new markets.

Current Liabilities
Balance Sheet
+35.7%
$9.9M$13.5M

Current liabilities surged 35.7% — significant near-term obligations; verify ability to meet short-term debt.

Accounts Receivable
Balance Sheet
-30.9%
$11.7M$8.1M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Inventory
Balance Sheet
+17.8%
$9.1M$10.7M

Inventory built 17.8% — monitor whether demand supports this build or if write-downs may follow.

Stockholders Equity
Balance Sheet
+10.1%
$62.6M$68.9M

Equity base grew 10.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-03-04
PRIOR — 2025-02-27
ADDED
Our portfolio of MRAM technologies, including Toggle MRAM, Tunnel Magneto Resistance (TMR) Sensors, and Spin-transfer Torque MRAM (STT-MRAM), is delivering superior performance, persistence and reliability in non-volatile memories that transform how mission-critical data is protected against power loss.
For the years ended December 31, 2025 and 2024, we recorded revenue of $55.2 million and $50.4 million, gross margin of 51.2% and 51.8%, and net loss of $0.6 million and net income of $0.8 million, respectively.
Everspin enables our customers to design products incorporating our technology with the assurance that it will be available for many years to come.
Our STT-MRAM products targeting DRAM replacement started production in 2017 and are currently shipping in 1Gb density.
STT-MRAM enabled scaling of our Toggle MRAM products to higher densities on advanced CMOS nodes.
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REMOVED
Our portfolio of MRAM technologies, including Toggle MRAM and Spin-transfer Torque MRAM (STT-MRAM), is delivering superior performance, persistence and reliability in non-volatile memories that transform how mission-critical data is protected against power loss.
For the years ended December 31, 2024 and 2023, we recorded revenue of $50.4 million and $63.8 million, gross margin of 51.8% and 58.4%, and net income of $0.8 million and $9.1 million, respectively.
We have never had an end-of-life event for any of our Toggle MRAM products which enables our customers to design a product incorporating our technology with the assurance that it will be available for many years to come.
Our STT-MRAM products targeting DRAM replacement started production in 2017 and are currently shipping in 256Mb and 1Gb densities.
In 2022, we started production of high density (4Mb to 128Mb) STT-MRAM products on 28nm CMOS node with standardized SPI, xSPI, QSPI, and Octal SPI (OSPI) interfaces.
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